Carolyn joined LEIA in 2010 as a Senior Vice President, and has over 30 years of institutional investment experience, working with public, corporate, endowment, foundation and Taft-Hartley plans, conducting client policy, asset allocation and asset/liability modeling reviews, manager research and evaluation, portfolio risk modeling, construction and transitions, and custodial trustee and third-party administrator searches. Carolyn’s institutional experience includes working as a senior investment consultant at Milliman, Inc. where she provided a full range of consulting services across multiple asset classes. Previously, Carolyn was Risk Management & Institutional Research Manager at

Carolyn Roberts
Managing Director
Leading Edge Investment Advisors
United States, California, San Francisco
About Me
Profile Information
Managing Director
Leading Edge Investment Advisors
Investment Team
Investor
Fund of Funds
San Francisco
California
United States
Jun 30, 2025
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